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CM Wealth Advisors’s Extra Space Storage EXR Stock Holding History

CM Wealth Advisors’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Hold
1,825
– – 0.05% 156
2026
Q1 		$239K Sell
1,825
-325
-15% -$45.8K 0.05% 127
2025
Q4 		$280K Buy
+2,150
New +$293K 0.06% 119
2024
Q2 		– Sell
-1,959
Closed -$281K – 105
2024
Q1 		$281K Buy
+1,959
New +$286K 0.08% 141

Other funds holding EXR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CM Wealth Advisors's EXR Position: Q2 2026 in Review

CM Wealth Advisors held its Extra Space Storage (EXR) position steady in Q2 2026 at 1,825 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #156.

CM Wealth Advisors first reported a position in EXR in Q1 2024 and has held it in 4 quarters since. The position peaked at $281K in Q1 2024. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.

  • CM Wealth Advisors held 1,825 shares of Extra Space Storage worth $265K as of Q2 2026.
  • CM Wealth Advisors left its Extra Space Storage share count unchanged in Q2 2026.
  • Extra Space Storage made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #156 holding.
  • CM Wealth Advisors first reported a position in Extra Space Storage in Q1 2024 and has held it in 4 quarters since.
  • CM Wealth Advisors's Extra Space Storage position peaked at $281K in Q1 2024.
  • 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.